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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,193 | $165,399-40.0% | $149,745-33.8% | $158,982-37.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.14% | 348.34%-344.2pp | 276.72%-272.6pp | 302.99%-298.8pp |
| Employer contribution / active EE | $4,286 | $5,105-16.0% | $4,646-7.7% | $4,763-10.0% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,556 | $10,811-57.9% | $9,312-51.1% | $11,252-59.5% |